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Tax Planning On-Demand Webcasts
August 27, 2026
Join our tax planning expert Jeff Levine for an in-depth conversation on how to approach and navigate capital gains in retirement investments, only on Knowledge Hub+.
Key Points From This Presentation
- How capital gains are calculated, netted, and taxed
- Comparison of potential strategies that can be used to mitigate capital gains
- The role of leverage in long/short strategies to enhance capital gains
- Identifying which capital gains mitigating strategies are appropriate for dealing with concentrated stock positions
- Advanced step-up in basis strategies
Join Professor of Practice Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, TPCP®, CWS, AIF, BFA™, MSA, for our next exclusive Knowledge Hub+ webcast on retirement investments and their tax consequences. We’ll navigate how gains inside retirement accounts can be realized without immediate tax impact, how to handle capital gains taxes when unavoidable, and how spending, rebalancing, or repositioning portfolios can mitigate their effects.
This on-demand virtual event is only available in Knowledge Hub+. Knowledge Hub+ is a robust, just-in-time learning platform delivering over 80 hours of on-demand CFP Board-approved CE by leading academics, practitioners, and thought leaders. Learn more about Knowledge Hub+ and subscribe today! College designees can access Knowledge Hub+ as a benefit of the Professional Recertification Program without having to subscribe via your Learning Hub.
Presenters
Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, TPCP®, CWS, AIF, BFA™, MSA
Professor of Practice in Tax Planning, The American College of Financial Services
Connect on LinkedIn | Read Bio
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